ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 879 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $330,000 | +4.1% | 2,270 | -0.7% | 0.09% | -5.4% |
| Q1 2021 | $317,000 | +2.3% | 2,287 | -6.8% | 0.09% | -3.2% |
| Q4 2020 | $310,000 | +4.7% | 2,455 | -7.6% | 0.10% | -10.4% |
| Q3 2020 | $296,000 | -8.4% | 2,657 | -12.3% | 0.11% | -13.1% |
| Q2 2020 | $323,000 | -48.8% | 3,029 | -54.5% | 0.12% | -53.8% |
| Q1 2020 | $631,000 | -79.5% | 6,651 | -72.0% | 0.26% | -80.4% |
| Q4 2019 | $3,081,000 | -72.5% | 23,717 | -74.8% | 1.35% | -75.3% |
| Q3 2019 | $11,186,000 | -1.1% | 94,126 | -3.9% | 5.45% | -9.4% |
| Q2 2019 | $11,307,000 | -4.6% | 97,913 | -7.0% | 6.02% | -11.6% |
| Q1 2019 | $11,855,000 | -24.9% | 105,254 | -32.4% | 6.80% | -30.9% |
| Q4 2018 | $15,780,000 | -29.9% | 155,780 | -19.9% | 9.85% | -33.4% |
| Q3 2018 | $22,512,000 | -24.3% | 194,412 | -28.0% | 14.78% | -33.0% |
| Q2 2018 | $29,725,000 | – | 269,932 | – | 22.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |